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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,741 | $70,121-61.9% | $63,803-58.1% | $138,895-80.7% |
| Participation rate | 35.7% | 77.2%-41.5pp | 72.7%-37.0pp | 79.9%-44.2pp |
| Annual return | 15.14% | 946.48%-931.3pp | 543.72%-528.6pp | 145.39%-130.3pp |
| Employer contribution / active EE | $248 | $2,882-91.4% | $2,532-90.2% | $4,194-94.1% |
| Participant deferral / active EE | $1,349 | $4,535-70.3% | $3,843-64.9% | $6,396-78.9% |
| Admin fee / account holder | $15 | $6,738-99.8% | $5,196-99.7% | $12,562-99.9% |